Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TECHNIP USA INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 2.87% | 1.13% | 2.51% | 3.20% | 6.32% | 6.84% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TECHNIP USA INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 2.87 | 1.13 | 2.51 | 3.20 | 6.32 | 6.84 | … | … | 0.85 | 16.54 | -15.43 | 4.77 | 13.77 | 8.95 | -3.67 | 16.02 | 3.77 | -3.82 | 2.88 | 12.13 | 9.98 | -1.29 | 15.71 | 31.76 | -2.45 | 12.49 | 14.22 | 5.89 | 9.85 | 13.73 | -0.42 | 6.54 |
| Sharpe Ratio | NA | 0.86 | -0.06 | 0.38 | 0.43 | NA | NA | … | … | 0.07 | 1.50 | -1.70 | 0.50 | 1.40 | 1.37 | -0.65 | 3.23 | 0.81 | -0.64 | 0.51 | 1.80 | 1.91 | -0.11 | 1.18 | 3.62 | -0.56 | 0.76 | 1.06 | 0.67 | 1.44 | 2.68 | -0.41 | 1.16 |
| Standard Deviation(%) | NA | 8.23 | 9.14 | 8.75 | 7.41 | NA | NA | … | … | 8.56 | 8.19 | 9.89 | 9.43 | 9.68 | 5.51 | 7.70 | 4.76 | 4.40 | 6.06 | 5.67 | 6.72 | 5.20 | 11.92 | 13.28 | 8.75 | 6.01 | 12.51 | 10.37 | 5.53 | 6.20 | 4.86 | 3.74 | 3.66 |
| Draw Down(%) | NA | 7.58 | 17.71 | 17.71 | 17.71 | NA | NA | … | … | 2.23 | 7.58 | 15.92 | 6.92 | 10.59 | 4.12 | 9.97 | 2.54 | 4.45 | 9.25 | 4.44 | 6.26 | 3.92 | 12.48 | 8.20 | 4.25 | 6.81 | 9.93 | 13.94 | 3.76 | 4.66 | 3.08 | 6.49 | 2.77 |
| Yield(%) | NA | 5.58 | 4.98 | 4.46 | 4.01 | NA | NA | … | … | 0.01 | 5.96 | 1.39 | 7.94 | 4.21 | 3.24 | 2.29 | 0.34 | 3.89 | 5.43 | 5.91 | 2.42 | 4.42 | 2.74 | 4.01 | 5.08 | 3.35 | 2.94 | 1.61 | 2.41 | 4.62 | 3.32 | 5.42 | 6.65 |
Data as of 10/31/2023, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TECHNIP USA INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
0.27%
Dec 2019 – Dec 2022 |
1.13%
Dec 2017 – Dec 2022 |
3.20%
Oct 2013 – Oct 2023 |
5.31%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TECHNIP USA INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
16.95%
Jul 2008 – Jul 2011 |
14.50%
Oct 2005 – Oct 2010 |
10.95%
Apr 2001 – Apr 2011 |
9.33%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart